AC
ITM icon

Avestar Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avestar Capital’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-276
Closed -$13K – 505
2019
Q2 		$13K Hold
276
– – 0.01% 460
2019
Q1 		$13K Hold
276
– – 0.01% 437
2018
Q4 		$13K Hold
276
– – 0.01% 401
2018
Q3 		$12K Hold
276
– – 0.01% 440
2018
Q2 		$13K Hold
276
– – 0.01% 425
2018
Q1 		$12K Hold
276
– – 0.01% 401
2017
Q4 		$13K Buy
+276
New +$13.3K 0.01% 405

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return